Position in KB
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$204,881
+$3,825 QoQ
Shares Held
1,952
-19.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#266
of 362 holders
Holding Since
Jun 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in KB Over Time
Shares Held
Position Value (USD)
Position in Banks - Regional
Financial Services · as of Jun 30, 2026WEALTH ALLIANCE, LLC holds $9,354,766 across 13 Banks - Regional names. KB ranks #11 (2.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PNC |
Pnc Financial Services Group, Inc.
|
10,958 | $2,698,078 | |
| 2 | USB |
US Bancorp De
|
36,451 | $2,201,640 | |
| 3 | RF |
Regions Financial Corp
|
35,466 | $1,071,073 | |
| 4 | TFC |
Truist Financial Corp
|
14,435 | $719,151 | |
| 5 | NU |
Nu Holdings Ltd.
|
36,124 | $482,616 | |
| 6 | HDB |
Hdfc Bank Ltd
|
17,254 | $445,670 | |
| 7 | ITUB |
Itau Unibanco Holding S.A.
|
47,266 | $386,163 | |
| 8 | BOH |
Bank Of Hawaii Corp
|
4,358 | $355,133 |
All Filings in KB
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $204,881 | 1,952 | Shares | Defined | 2026-08-11 | |
| 2025-09-30 | $201,056 | 2,425 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $214,651 | 2,599 | Shares | Defined | 2025-08-08 | |
| No filing history on record for this holder in this stock. | ||||||